All Categories > Administrator > Branding > Collaboration > Policyholder Collaboration
2 articles
Click on your name at the top of your dashboard. Select Administration. Click General Appearance. Click the Policyholder Preferences switch under General Appearance to Yes. Click Save.
Updated 9 months ago by Jennifer B.
Policyholder Collaboration Policyholder Action Emails Team members are notified anytime policyholders make changes on their dashboard. Changes include uploading photos, documents, and video, as well…
Updated 8 months ago by Jennifer B.
